Among active 13F managers last quarter, 8 opened and 29 added, while 21 reduced; the largest holder to move was Foundations Investment Advisors, LLC (+4.1%).
119 tracked 13F filers disclose a position in FLRT as of the latest SEC 13F filings, a combined $386.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.8M | $83.9M | ▲+17% Added · +265K sh | Q1 2026 | |
| 2 | Foundations Investment Advisors, LLC | 616K | $28.7M | ▲+4.1% Added · +24K sh | Q2 2026 | |
| 3 | Cetera Investment Advisers | 339K | $15.7M | ▲+7.1% Added · +22K sh | Q1 2026 | |
| 4 | Osaic Holdings, Inc. | 271K | $12.6M | ▼−2.0% Reduced · −5K sh | Q1 2026 | |
| 5 | Raymond James Financial Inc | 245K | $11.3M | ▼−2.4% Reduced · −6K sh | Q1 2026 | |
| 6 | Kestra Advisory Services, LLC | 242K | $11.3M | ▼−4.0% Reduced · −10K sh | Q2 2026 | |
| 7 | Truist Financial Corp | 226K | $10.5M | ▲+98% Added · +112K sh | Q1 2026 | |
| 8 | Systelligence, LLC | 218K | $10.2M | ▼−3.0% Reduced · −7K sh | Q2 2026 | |
| 9 | Envestnet Asset Management Inc | 207K | $9.6M | ▲+30% Added · +48K sh | Q1 2026 | |
| 10 | Goldstone Financial Group, LLC | 186K | $8.7M | ▲+167% Added · +116K sh | Q2 2026 | |
| 11 | Western Wealth Management, LLC | 180K | $8.4M | ▲+18% Added · +28K sh | Q2 2026 | |
| 12 | NewEdge Advisors, LLC | 174K | $8.1M | ▼−9.1% Reduced · −17K sh | Q2 2026 | |
| 13 | MML Investors Services, LLC | 166K | $7.8M | ▲+18% Added · +26K sh | Q2 2026 | |
| 14 | Sidoxia Capital Management, LLC | 152K | $7.1M | ▲+28% Added · +33K sh | Q2 2026 | |
| 15 | AssetMark, Inc | 144K | $6.7M | ▼−1.5% Reduced · −2K sh | Q2 2026 | |
| 16 | Jones Financial Companies LLLP | 143K | $6.6M | ▲+23% Added · +27K sh | Q1 2026 | |
| 17 | Verus Capital Partners, LLC | 135K | $6.3M | ▲+698% Added · +119K sh | Q2 2026 | |
| 18 | Commonwealth Financial Services, LLC | 114K | $5.3M | ▲New +114K sh | Q2 2026 | |
| 19 | Creative Financial Designs Inc | 109K | $5.1M | ▲+4.1% Added · +4K sh | Q2 2026 | |
| 20 | Winebrenner Capital Management LLC | 104K | $4.9M | ▼−12% Reduced · −15K sh | Q2 2026 | |
| 21 | Independent Financial Group, LLC | 102K | $4.8M | ▼−50% Reduced · −101K sh | Q2 2026 | |
| 22 | Strategic Blueprint, LLC | 97K | $4.5M | ▼−5.1% Reduced · −5K sh | Q2 2026 | |
| 23 | Waycross Investment Management Co | 90K | $4.2M | ▼−0.2% Reduced · −165 sh | Q2 2026 | |
| 24 | Sigma Planning Corp | 82K | $3.8M | ▼−20% Reduced · −20K sh | Q2 2026 | |
| 25 | Independence Asset Advisors, LLC | 77K | $3.6M | ▲+11% Added · +8K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 8 funds opened a new position in FLRT and 29 added to an existing one, while 21 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Apple IncAAPL | 65 funds | $4.8B |
| Microsoft CorpMSFT | 65 funds | $2.3B |
| SS SPDR S&P 500 ETF Trust-USSPY | 63 funds | $2.2B |
| Berkshire Hathaway Inc-CL BBRK/B | 63 funds | $941.2M |
| Nvidia CorpNVDA | 62 funds | $3.9B |
| Alphabet Inc-CL CGOOG | 62 funds | $1.3B |
| Invesco QQQ Trust Series 1QQQ | 61 funds | $2.8B |
| Vanguard Total Stock MKT ETFVTI | 61 funds | $1.7B |
| Amazon.com IncAMZN | 60 funds | $2.3B |
| Vanguard S&P 500 ETFVOO | 60 funds | $2.3B |
| Alphabet Inc-CL AGOOGL | 60 funds | $1.8B |
| Caterpillar IncCAT | 60 funds | $705.0M |
Ranked by how many of FLRT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FLRT.
| Class | 13F holders | Value held |
|---|---|---|
| COWZmc | 797 funds | $11.5B |
| CALFmc | 368 funds | $2.0B |
| GCOWmc | 234 funds | $2.0B |
| PTLCmc | 228 funds | $2.1B |
| COWGmc | 225 funds | $1.4B |
| QDPLmc | 183 funds | $937.9M |
| ICOWmc | 175 funds | $1.2B |
| PTNQmc | 148 funds | $684.6M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for FLRT
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/FLRT/capital-change-brief"
Use Arkolith's capital_change_brief for FLRT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for FLRT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.